+54.8%
UBER vs ON
-28.0%
+82.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.4% | +1.0% | -2.8% |
| 7D | -2.8% | -2.2% | -0.6% | -2.5% |
| 30D | -2.5% | -12.4% | +9.9% | -0.7% |
| 3M | +4.4% | -41.2% | +45.6% | +11.5% |
| 6M | -2.7% | +25.0% | -27.6% | -12.1% |
| YTD | -10.5% | +31.3% | -41.8% | -20.8% |
| 1Y | -22.5% | +45.4% | -67.9% | -33.2% |
| 3Y | +54.8% | -27.4% | +82.2% | +50.8% |
| All | +54.8% | -28.0% | +82.8% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling